Is there a way to see what lists a lead is a member of?

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Anonymous
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Is there a way to see what lists a lead is a member of?

When I look up a lead I'd like to see what lists they are a member of. Is this possible?

6 REPLIES 6
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Level 7

Re: Is there a way to see what lists a lead is a member of?

Hi Pia,

There isn't currently any way to see, all in one place, what lists a lead is a member of.

John

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Anonymous
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Re: Is there a way to see what lists a lead is a member of?

Time to get a bit creative. I'd go to the lead record and check out activity history. Change your activity custom filter to list only "Add to List." This will give you all the lists in one consolidated view.

It is only one lead at a time and will not work for smart lists.

Level 5

Re: Is there a way to see what lists a lead is a member of?

It's a good idea you can suggest over at Ideas

I would vote for it!

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Level 2 - Champion Alumni

Re: Is there a way to see what lists a lead is a member of?

I would vote for it, too!

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Anonymous
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Re: Is there a way to see what lists a lead is a member of?

Hey all, I found the same request in "Ideas." Head over and vote for it!

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Level 5

Re: Is there a way to see what lists a lead is a member of?

Nice find Pia!